A Brief History of Corporate Governance Nightmares at China's Flagship Shipping Companies
Yes there are a few good China companies out there. In general a company like China Merchants has a good long term theme going for it (see April...
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Implications and Fallout from Absolute Corruption of the Political Elite
I recently had occasion to update my thinking on China, its massive waste generation in the last 10-15 years, and Chinese Communist Party members...
493 Views
CSI 300 Index Earning Revision (Sep): CHINA EASTERN AIRLINES, BYD, GREE ELECTRIC APPLIANCES
We analyzed CSI 300's consensus for Sep 2025 and highlighted changes of EPS in CHINA EASTERN AIRLINES (600115 CH), CSSC (600150 CH), BYD (002594...
688 Views
StubWorld: AviChina (2357 HK) Coming Up "Cheap"
Ongoing geopolitical tensions tend to lead to increased defense spending. All told, there should be trickle down benefits to AviChina. I like...
459 Views
CSI 300 Earning Revision Analysis (May): Cosco Shipping, Longi Green, Tongwei, China Railway
We analyzed CSI 300's consensus for May 2025 and highlighted changes of EPS in Cosco Shipping (601919 CH), Longi Green (601012 CH), Tongwei (600438...
377 Views